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Enact Q2 2026 results solid; raises capital return guidance and buybacks

Aug 5, 2026, 4:28 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The quarter beat, ROE stability, and notably higher capital-return guidance plus ongoing buybacks provide a clear fundamental driver for multiple expansion and a near-term price uptick.

AI summary

What happened, with direct paths to the underlying reporting

Enact Holdings reported strong Q2 2026 results with GAAP net income of $175M and adjusted operating income of $177M, yielding ROE of 13.0% and adjusted ROE of 13.2%. New insurance written reached $15B, up 19% QoQ, while PMIERs sufficiency stood at 161%. The company lifted its 2026 capital return guidance to $550–$600M and continued share repurchases, signaling durable earnings and favorable capital deployment that could drive near-term upside in ACT.

Q2 2026 GAAP net income $175M; diluted EPS $1.25.
Adjusted operating income $177M; adjusted EPS $1.26; ROE 13.0%.
NIW $15B; up 19% QoQ; PMIERs sufficiency 161%.
Capital return guidance raised to $550M-$600M; buybacks ongoing.
Shares repurchased: ~2.2M in Q2 ($93M); EMICO dividend $150M.

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